Stephen Miller, CIMA®, CRPC®
Managing Partner, Senior Wealth Advisor
Miller Wealth Management
EDUCATION
Bachelor of Science in Finance,
The University of Alabama
CREDENTIALS
Certified Investment Management Analyst (CIMA®)
Certified Retirement Planning Counselor (CRPC®)
Certified Plan Fiduciary Advisor (CPFA®)
Passed Series 66 examination
As a wealth advisor, Stephen Miller helps clients connect their wealth to their purpose and to live with a mindset that leads to financial contentment.
In 2021, Stephen and his brother, James, left Merrill Lynch and formed the Miller Wealth Management team at Eversource Wealth Advisors.
Stephen is the lead relationship manager for 75 client households, specializing in portfolio construction and appropriately weighing risk and return with each investment security. In building comprehensive financial plans, he researches to find the most relevant investment ideas for a broad range of portfolio risk levels, applying strategies based on each client’s unique scenarios.
Stephen lives in Birmingham with his wife Brittany and their two children, Weston and Joy. He has been a member of Oak City Church since 2021, and he serves as the Chairman for The Greater Birmingham Mayor’s Prayer Breakfast.